See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,855 | $159,901-35.7% | $146,958-30.0% | $145,922-29.5% |
| Participation rate | 76.5% | 84.0%-7.5pp | 82.2%-5.7pp | 80.3%-3.8pp |
| Annual return | 9.23% | 98.13%-88.9pp | 418.34%-409.1pp | 561.29%-552.1pp |
| Employer contribution / active EE | $4,032 | $5,286-23.7% | $4,933-18.3% | $4,660-13.5% |
| Participant deferral / active EE | $9,716 | $8,428+15.3% | $8,070+20.4% | $6,688+45.3% |
| Admin fee / account holder | $1,711 | $15,044-88.6% | $12,998-86.8% | $13,397-87.2% |